DMXF icon

iShares ESG Advanced MSCI EAFE ETF

184 hedge funds and large institutions have $393M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

32% less capital invested

Capital invested by funds: $581M → $393M (-$188M)

60% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 45

Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BL
176
BFSG LLC
California
$6.67K
MBFW
177
Morton Brown Family Wealth
Pennsylvania
$4.54K
WWM
178
Wolff Wiese Magana
California
$3.71K
TFA
179
Transamerica Financial Advisors
Florida
$2.69K
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.65K
SWP
181
Strategic Wealth Partners
Ohio
$1.24K
SAM
182
Smartleaf Asset Management
Massachusetts
$980
PA
183
Parallel Advisors
California
$833
AWM
184
AE Wealth Management
Kansas
$530
Envestnet Portfolio Solutions
185
Envestnet Portfolio Solutions
Illinois
HGWM
186
Horst & Graben Wealth Management
Oregon
UCFA
187
United Capital Financial Advisors
Texas
DL
188
DOHJ LLC
Washington
SHJ
189
Sharkey, Howes & Javer
Colorado
EH
190
Equitable Holdings
New York
Bank of New York Mellon
191
Bank of New York Mellon
New York
BCI
192
Brinker Capital Investments
Pennsylvania
MOS
193
MGO One Seven
Ohio
APW
194
Austin Private Wealth
Texas
ISFAN
195
Investor's Fiduciary Advisor Network
Washington
MFG
196
Merit Financial Group
Georgia
WA
197
Wealth Alliance
New York
RIA
198
Regal Investment Advisors
Michigan
SCA
199
Snowden Capital Advisors
New York
WIA
200
World Investment Advisors
California